Job Description

Commercial Account Administrator

Job Summary

Seeking a detail-oriented and customer-focused Commercial Account Administrator to support the servicing and retention of commercial insurance clients. This role is responsible for managing client requests, processing policy changes, preparing quotes and proposals, coordinating coverage placement, and providing administrative support to commercial sales and account management teams. The ideal candidate will have strong commercial insurance experience, excellent communication skills, and a commitment to delivering exceptional client service.

Responsibilities

• Service a designated portfolio of commercial insurance clients and manage day-to-day account servicing activities.

• Process policy changes, endorsements, and client requests while ensuring accuracy and timeliness.

• Review billing inquiries and assist clients with policy-related questions.

• Prepare quotes, proposals, and coverage recommendations in accordance with carrier guidelines.

• Coordinate policy processing and documentation with internal administrative support staff.

• Support producers and account executives in servicing existing accounts and identifying new business opportunities.

• Assist with cross-selling initiatives and maintain strong client relationships to support retention efforts.

• Review policies prior to renewal and identify opportunities for additional coverage recommendations.

• Conduct periodic client service and account review calls.

• Document client and carrier communications regarding exposures, coverages, and policy activity.

• Maintain compliance with agency procedures, documentation standards, and insurance regulations.

• Attend industry training and continuing education programs as needed.

• Perform other duties as assigned.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Associate degree or equivalent combination of education and relevant experience preferred.

• 3+ years of commercial insurance experience.

• Strong knowledge of commercial property and casualty insurance products and coverages.

• Excellent customer service, communication, and relationship-building skills.

• Strong organizational skills with the ability to manage multiple priorities effectively.

• Proficiency with Microsoft Office and agency management software.

• Ability to work independently and collaboratively within a team environment.

• Strong analytical and problem-solving abilities.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JS1